CWM
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Congress Wealth Management’s Nasdaq NDAQ Stock Holding History

Congress Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.13M Buy
23,769
+2,578
+12% +$206K 0.02% 541
2025
Q1 		$1.61M Buy
21,191
+13,727
+184% +$1.08M 0.02% 537
2024
Q4 		$577K Buy
7,464
+270
+4% +$20.9K 0.01% 606
2024
Q3 		$525K Buy
7,194
+3,669
+104% +$250K 0.01% 631
2024
Q2 		$212K Buy
+3,525
New +$214K ﹤0.01% 699

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Jane Street New York $777B AUM 61.18% 1-Year Est. Return